5min chapter

Odd Lots cover image

Eight Months In, What Is Happening With Biden's CHIPS Act?

Odd Lots

CHAPTER

Wivery's Vision for Success Statement

The $39 billion is a huge amount in an absolute sense. But relative to the global semiconductor investment, we expect to see over the next several years, it's a small amount. We are ultimately going to take a portfolio level approach, right, where we're going to try to maximize what we can achieve on the leading edge side. And also, we hope to see really strong applicants on the current generation of mature side that are meaningfully contributing to supply chain resiliency.

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